See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,283 | $215,361-23.7% | $171,082-4.0% | $273,961-40.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.46% | 25.14%-15.7pp | 32.56%-23.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,336 | $4,967-73.1% | $4,002-66.6% | $4,869-72.6% |
| Participant deferral / active EE | $15,214 | $5,543+174.5% | $4,797+217.1% | $5,287+187.8% |
| Admin fee / account holder | $7,624 | $10,846-29.7% | $8,520-10.5% | $10,132-24.8% |